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Sandisk10-K: Supplier concentration

100% of flash memory wafers sourced from Flash Ventures, a joint venture with Kioxia.

What happened

Sandisk is entirely dependent on its joint ventures with Kioxia for its supply of flash memory wafers, a critical component. Any disruption to these JVs, their operations in Japan, or the relationship with Kioxia would severely impact Sandisk's entire production capability, creating a need for advanced supply chain risk management and visibility solutions.

Source

SEC EDGARAug 17, 2026

Annual report (Form 10-K)

Sandisk 10-K for FY2026

Filing excerpt

All of our flash memory wafers are currently obtained from Flash Ventures.

sec.gov/Archives/edgar/data/2023554/000162828026057406/sndk-20260703.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
07/03
Filed
Aug 17, 2026

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The full record

From the Signal API record

Details

CIK
2023554
Accession number
0001628280-26-057406
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • flash

Vendors

  • Kioxia

Regions named

  • Japan

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Aug 18, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c59a71e0-8897-41e7-b251-f50ae6107806 returns this record as JSON. POST /v1/companies/enrich returns every signal for sandisk.com.

{
  "signal_id": "c59a71e0-8897-41e7-b251-f50ae6107806",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-08-18T07:04:39.824+00:00",
  "company": {
    "name": "Sandisk",
    "domain": "sandisk.com"
  },
  "data": {
    "detail": "Sandisk is entirely dependent on its joint ventures with Kioxia for its supply of flash memory wafers, a critical component. Any disruption to these JVs, their operations in Japan, or the relationship with Kioxia would severely impact Sandisk's entire production capability, creating a need for advanced supply chain risk management and visibility solutions.",
    "summary": "100% of flash memory wafers sourced from Flash Ventures, a joint venture with Kioxia.",
    "excerpts": "All of our flash memory wafers are currently obtained from Flash Ventures.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2023554/000162828026057406/sndk-20260703.htm",
    "filing_date": "2026-08-17",
    "filing_year": 2026,
    "fiscal_year_end": "07/03",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "Japan"
    ],
    "vendors_mentioned": [
      "Kioxia"
    ],
    "competitors_mentioned": [
      "Kioxia"
    ],
    "technologies_mentioned": [
      "flash"
    ]
  }
}

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